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Product Update: Duplicate Pipeline Items

Check out a new feature: duplicating pipeline items!
Updated on:
Click "duplicate" to create a copy of a pipeline item

You can now duplicate pipeline items!

If you've ever needed to create a pipeline item that's nearly identical to an existing one — say, two orders that are almost the same — this will save you a lot of time.

To duplicate a pipeline item, open it, click the action menu in the upper-right corner, and select "Duplicate." Then choose which record the duplicate should belong to. Check out our help article to see a visual of how this works.

We hope this cuts down on repetitive data entry! As always, reach out at help@lessannoyingcrm.com if you have any questions.


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